Planning for your family’s future

Wealth planning services

Planning for your family’s future

Meeting your family’s needs 

Looking at your wealth in the context of your whole family’s wealth can help make effective planning decisions.

Our wealth planners can help you do this either as a one-off exercise or as part of an ongoing review service.

Get in touch

If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.

Call us on...

020 7600 1660

Specialist wealth advice

Specialist wealth advice

To help you plan your wealth our planners can help you focus on four specific areas of expertise:

  • Retirement planning
  • Wealth structuring
  • Estate planning
  • Protection for you and your family
More information

Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.

What our clients say

The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.

Client survey feedback

Comprehensive wealth management

Ensuring your financial affairs are in order can be of great comfort when planning your family’s financial future.

Clare Julian

Wealth Planner

Latest insights

There has been a remarkable dearth of hard news in recent weeks. It’s not that nothing is going on – rather that such stories as hit the headlines are having little impact on investor sentiment.

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…